LNWWM
LFC

Laird Norton Wetherby Wealth Management’s China Life Insurance Company Ltd. LFC Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio LFC Stock Details LFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15,895
Closed -$137K – 955
2022
Q2 		$137K Sell
15,895
-10,730
-40% -$81.7K 0.01% 854
2022
Q1 		$202K Buy
26,625
+12,760
+92% +$108K 0.01% 861
2021
Q4 		$114K Buy
13,865
+821
+6% +$7.04K 0.01% 903
2021
Q3 		$106K Sell
13,044
-3,514
-21% -$30.1K 0.01% 905
2021
Q2 		$165K Buy
16,558
+200
+1% +$2.05K 0.01% 892
2021
Q1 		$171K Sell
16,358
-160
-1% -$1.73K 0.01% 752
2020
Q4 		$183K Sell
16,518
-9,295
-36% -$106K 0.01% 835
2020
Q3 		$292K Buy
25,813
+13,226
+105% +$158K 0.03% 532
2020
Q2 		$127K Sell
12,587
-9,864
-44% -$99.2K 0.01% 680
2020
Q1 		$219K Sell
22,451
-24,006
-52% -$287K 0.02% 549
2019
Q4 		$642K Buy
46,457
+2,907
+7% +$37.2K 0.06% 332
2019
Q3 		$502K Buy
43,550
+7,190
+20% +$87.7K 0.05% 404
2019
Q2 		$450K Buy
36,360
+147
+0.4% +$1.87K 0.05% 422
2019
Q1 		$486K Buy
36,213
+4,388
+14% +$55.2K 0.06% 370
2018
Q4 		$334K Buy
31,825
+10,784
+51% +$115K 0.05% 429
2018
Q3 		$239K Sell
21,041
-18,026
-46% -$214K 0.03% 568
2018
Q2 		$499K Buy
39,067
+1,413
+4% +$19.7K 0.07% 341
2018
Q1 		$527K Sell
37,654
-707
-2% -$10.9K 0.07% 329
2017
Q4 		$599K Buy
38,361
+1,188
+3% +$19.3K 0.08% 304
2017
Q3 		$560K Buy
37,173
+1,910
+5% +$30K 0.08% 300
2017
Q2 		$541K Buy
35,263
+606
+2% +$9.38K 0.09% 283
2017
Q1 		$531K Buy
34,657
+2,463
+8% +$36.5K 0.1% 268
2016
Q4 		$414K Buy
32,194
+1,168
+4% +$15.4K 0.08% 314
2016
Q3 		$406K Buy
31,026
+10,482
+51% +$126K 0.08% 306
2016
Q2 		$221K Sell
20,544
-1,904
-8% -$21.3K 0.05% 436
2016
Q1 		$276K Sell
22,448
-10,681
-32% -$129K 0.07% 350
2015
Q4 		$530K Sell
33,129
-2,834
-8% -$50.5K 0.13% 188
2015
Q3 		$625K Buy
35,963
+7,349
+26% +$134K 0.16% 143
2015
Q2 		$623K Sell
28,614
-450
-2% -$10.7K 0.15% 169
2015
Q1 		$640K Buy
29,064
+756
+3% +$15.4K 0.16% 148
2014
Q4 		$554K Buy
28,308
+3,750
+15% +$59K 0.14% 168
2014
Q3 		$341K Sell
24,558
-390
-2% -$5.61K 0.1% 268
2014
Q2 		$326K Sell
24,948
-4,698
-16% -$63.4K 0.09% 282
2014
Q1 		$418K Buy
29,646
+3,048
+11% +$42.7K 0.12% 215
2013
Q4 		$419K Buy
26,598
+798
+3% +$11.5K 0.12% 214
2013
Q3 		$334K Buy
25,800
+6,624
+35% +$82.9K 0.1% 247
2013
Q2 		$223K Buy
+19,176
New +$250K 0.08% 322

Other funds holding LFC

HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SSG
Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's LFC Position: Q3 2022 in Review

Laird Norton Wetherby Wealth Management sold out of China Life Insurance Company Ltd. (LFC) in Q3 2022, closing a stake of 15,895 shares — an estimated $137K sold.

Laird Norton Wetherby Wealth Management first reported a position in LFC in Q2 2013 and held it in 37 quarters. The position peaked at $642K in Q4 2019. 13 funds tracked by Wall St. Rank hold LFC as of Q3 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining China Life Insurance Company Ltd. position as of Q3 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 15,895 China Life Insurance Company Ltd. shares in Q3 2022, an estimated $137K.
  • Laird Norton Wetherby Wealth Management first reported a position in China Life Insurance Company Ltd. in Q2 2013 and held it in 37 quarters.
  • Laird Norton Wetherby Wealth Management's China Life Insurance Company Ltd. position peaked at $642K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held China Life Insurance Company Ltd. as of Q3 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.